Our client had their expenses and order approvals spread across multiple services with little consistency between global offices. Managers and execs were either not making their approvals or having their assistants do them.
We were asked to design an iPad app that managers would actually use to approve expenses and orders from multiple services.
It needed to be simple and fast; something they could load up between meeting and quickly take care of any pending approvals.
First, we needed to dissect the current services to understand all of the different data points, were they overlapped and were the deltas were. We also needed to understand how execs were reviewing and approving expenses, as well as how employees were adding expenses.
Once we had this information, we began sketching and concepting to define the key screens and navigation framework. After selecting a direction, the team defined the extended interaction system and edge cases with wiireframes while developing the visual design system.
Outlining the core user flow
Initial Dashboard Concepts
Initial Detailed Report Concepts
Refining the concept
Block model structural framework diagram
Prototypes of key interactions and transitions
Swipe between subsections
Open and close an expense report
See more details about an expense report line item
Quickly move through expenses
In the end, we delivered a functional specification with final visual designed screens as well as video prototypes for key animations.
We provided the client with a scalable, extensible app framework that could evolve into the only app an employee would need for all enterprise services.
The client built the app internally and, as far as I know, has been in use since.